See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,440 | $91,407-42.6% | $135,903-61.4% | $71,457-26.6% |
| Participation rate | 67.8% | 75.7%-7.8pp | 81.9%-14.1pp | 67.9%-0.1pp |
| Annual return | 27.67% | 29.90%-2.2pp | 68.23%-40.6pp | 28.85%-1.2pp |
| Employer contribution / active EE | $1,650 | $3,703-55.4% | $4,856-66.0% | $2,588-36.2% |
| Participant deferral / active EE | $8,975 | $7,092+26.5% | $7,758+15.7% | $4,289+109.3% |
| Admin fee / account holder | $89 | $1,266-93.0% | $10,762-99.2% | $1,587-94.4% |